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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 576 |
576
Modera Wealth Management
Westwood,
New Jersey
| USD 6566 M | +USD 521 M | +9% | 7.54% | 75.5% | 582 | 12.03% | 2.7 |
|
| 577 |
577
Bellevue Group
Kuesnacht,
Switzerland
| USD 6557 M | +USD 19.4 M | +0.3% | 7.64% | 159% | 183 | 19.67% | 3.5 |
|
| 578 |
578
Illinois Municipal Retirement Fund
Oak Brook,
Illinois
| USD 6544 M | +USD 565 M | +9% | 11.4% | 104% | 1,412 | 7.22% | 2 |
|
| 579 |
579
Fiduciary Trust
Boston,
Massachusetts
| USD 6517 M | +USD 532 M | +9% | 8.5% | 76.6% | 660 | 8.48% | 5.7 |
|
| 580 |
580
CCLA Investment Management
London,
United Kingdom
| USD 6510 M | +USD 394 M | +6% | 7.85% | – | 71 | 4.23% | 3 |
|
| 581 |
581
Altimeter Capital Management
Boston,
Massachusetts
| USD 6509 M | +USD 486 M | +8% | 18.5% | 187% | 17 | 35.29% | 1.7 |
|
| 582 |
582
Thompson Siegel & Walmsley
Richmond,
Virginia
| USD 6502 M | +USD 319 M | +5% | 6.64% | 32.4% | 553 | 39.78% | 5.8 |
|
| 583 |
583
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| USD 6500 M | +USD 339 M | +6% | 8.01% | 62.3% | 1,312 | 18.06% | 2.7 |
|
| 584 |
584
Stephens Inc
Little Rock,
Arkansas
| USD 6448 M | +USD 651 M | +11% | 9.15% | 76.1% | 1,373 | 13.69% | 4.6 |
|
| 585 |
585
Ruane, Cunniff & Goldfarb
New York
| USD 6442 M | +USD 185 M | +3% | 9.76% | 79.3% | 34 | 2.94% | 5.1 |
|
| 586 |
586
Smead Capital Management
Phoenix,
Arizona
| USD 6410 M | +USD 825 M | +15% | 11.7% | 78.2% | 33 | 3.03% | 5 |
|
| 587 |
587
Lincoln National Corp
Radnor,
Pennsylvania
| USD 6408 M | +USD 718 M | +13% | 6.42% | 42.9% | 1,250 | 15.76% | 3.2 |
|
| 588 |
588
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
| USD 6396 M | +USD 455 M | +8% | 8.33% | 77.4% | 723 | 7.88% | 5.1 |
|
| 589 |
589
Evercore Wealth Management
New York
| USD 6379 M | +USD 415 M | +7% | 10.5% | 84.8% | 452 | 11.06% | 6.4 |
|
| 590 |
590
Eventide Asset Management
Boston,
Massachusetts
| USD 6377 M | +USD 250 M | +4% | 10.9% | 313% | 176 | 25% | 2.1 |
|
| 591 |
591
OneDigital Investment Advisors
Overland Park,
Kansas
| USD 6365 M | +USD 651 M | +11% | 6.67% | 57.3% | 1,175 | 13.45% | 2.7 |
|
| 592 |
592
Oaktree Capital Management
Los Angeles,
California
| USD 6361 M | -USD 521 M | -8% | 8.95% | 88% | 194 | 19.59% | 1.6 |
|
| 593 |
593
Pinnacle Associates
New York
| USD 6345 M | +USD 402 M | +7% | 9.25% | 149% | 857 | 7.12% | 5.5 |
|
| 594 |
594
Mather Group
Chicago,
Illinois
| USD 6336 M | -USD 36.8 M | -0.6% | 5.42% | 54.1% | 1,750 | 68.29% | 0.8 |
|
| 595 |
595
Carmignac Gestion
Paris,
France
| USD 6323 M | +USD 368 M | +6% | 18.9% | 85.1% | 171 | 29.24% | 2.3 |
|
| 596 |
596
UMB Bank
Kansas City,
Missouri
| USD 6314 M | -USD 527 M | -8% | 10.7% | 97.8% | 2,211 | 30.3% | 2.3 |
|
| 597 |
597
PineStone Asset Management
Montreal,
Quebec, Canada
| USD 6288 M | -USD 3020 M | -32% | 8.25% | 85% | 44 | 0% | 1 |
|
| 598 |
598
Tenor Capital Management
New York
| USD 6267 M | +USD 649 M | +12% | 0.12% | 4.73% | 372 | 10.48% | 1.5 |
|
| 599 |
599
Moore Capital Management
New York
| USD 6265 M | +USD 461 M | +8% | 19.1% | 195% | 583 | 53.52% | 0.8 |
|
| 600 |
600
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| USD 6249 M | +USD 1284 M | +26% | 13.1% | 174% | 531 | 36.16% | 3.3 |
|